See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,443 | $74,888-28.6% | $71,209-24.9% | $142,382-62.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 8.32% | 345.14%-336.8pp | 282.51%-274.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $3,805 | $2,854+33.3% | $2,721+39.8% | $4,299-11.5% |
| Participant deferral / active EE | $8,974 | $4,454+101.5% | $4,175+114.9% | $6,507+37.9% |
| Admin fee / account holder | $175 | $5,568-96.9% | $5,349-96.7% | $12,624-98.6% |